-40.4%
APTV vs NIO
-37.4%
-3.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.6% | +4.6% | +3.2% |
| 7D | +4.8% | -13.0% | +17.9% | +6.6% |
| 30D | +2.0% | -18.3% | +20.3% | +4.5% |
| 3M | -34.2% | -33.2% | -1.0% | -31.2% |
| 6M | -34.7% | -21.5% | -13.2% | -33.3% |
| YTD | -37.0% | -25.5% | -11.5% | -35.4% |
| 1Y | -40.4% | -38.0% | -2.4% | -36.7% |
| All | -40.4% | -37.4% | -3.0% | -36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded NIO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling